+75.3%
SWK vs WING
-33.5%
+108.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -1.4% | -2.7% | +1.3% | -1.0% |
| 30D | +25.5% | +29.3% | -3.8% | +21.5% |
| 3M | +11.8% | +39.9% | -28.1% | +6.9% |
| 6M | +48.7% | +32.4% | +16.3% | +43.9% |
| YTD | +57.2% | -32.9% | +90.1% | +66.0% |
| 1Y | +75.3% | -31.9% | +107.1% | +82.5% |
| All | +75.3% | -33.5% | +108.7% | +82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling